+180.8%
ALLY vs WCC
+509.2%
-328.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.5% | -5.8% | -4.6% |
| 7D | +1.0% | +8.5% | -7.5% | -3.2% |
| 30D | -3.3% | -1.0% | -2.3% | -3.3% |
| 3M | +0.5% | +2.1% | -1.7% | -2.4% |
| 6M | +12.6% | +36.8% | -24.2% | -7.7% |
| YTD | -4.7% | +47.7% | -52.4% | -25.7% |
| 1Y | +5.2% | +66.5% | -61.3% | -24.1% |
| 3Y | +66.5% | +134.2% | -67.7% | -8.6% |
| 5Y | +0.2% | +231.6% | -231.4% | -58.3% |
| 10Y | +180.8% | +508.1% | -327.3% | -42.5% |
| All | +180.8% | +509.2% | -328.4% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling